“We offer a variety of solutions for businesses, families, and individuals”
Family Plans: Plans to cover families including grandchildren.
Final Expenses: To cover Burial Costs ages 50 to 85
Wealth Transfer: Transfer massive amounts of wealth to your heirs, charity, school or foundation utilizing the most powerful and cost effective manner while guaranteeing the results
Debt Free Program: Eliminate Debt in 7-10 years with Tax Free Cash for those who are eligible.
Estate Plan: Engage in estate planning utilizing the benefits of your business to accomplish the most cost effective ILIT in existence
Qualified Plan Rescue: By redirecting participating funds, the opportunity exists to generate a structure that results in tax free distributions that may be applied against taxes due on distributions out of a qualified plan
Business Exit Planning: With the ability of the front loading to be assumed, it may provide massive benefit to the business seller and buyer at sale
Key-man & Buy/Sell: With the insurance contained within the structure, it can be used as a wealth accumulation medium and address insurance needs simultaneously
Give us a call to discuss your best option, or you can enroll at the link below.
Stephen Cephas
Senior Advisor
860-478-6569
672 Queen Street Suite 1004 Southington, CT 06489
860-478-6569